Linking Salesforce and Sharpen User Accounts

After installing the Salesforce Configuration, you can link Salesforce and Sharpen user accounts. Click the Edit button next to the user you’d like to associate to Salesforce. Then, click the magnifying glass next to the External CRM ID field.

This pop-up allows you to search your connected Salesforce Instance for the corresponding user. You can locate the ID by searching for the email or username used to sign in to Salesforce.

After saving, the Salesforce cloud icon will display next to users with linked Salesforce Accounts.

This page is also part of the larger setup document for OmniOut (Salesforce). If you’re following the guide here are some related links

• Basic Salesforce Integration Setup

• Linking Salesforce and Sharpen User Accounts (you are here)

• Installing OmniOut

• Setting Campaign Statuses for OmniOut

• Custom Attributes for Salesforce Campaign Member Page

• Creating a Campaign in Salesforce

• Configuring Your Campaign in OmniOut (Salesforce)

• Creating an Agentless Flow as Part of an OmniOut Campaign

• Campaign Stage Scripts and Templates

• Adding Salesforce Members to Your OmniOut Campaign